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Equity Research Analyst Interview Questions

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Equity Research Analyst Interview Questions

Equity research analysts offer information and analysis to clients to help them make decisions about investments. In an equity research analyst interview, employers might ask specialized questions about stocks to ensure you can predict trends and analyze data to offer reliable recommendations.

Top Equity Research Analyst Interview Questions & How To Answer

Question 1

Question #1: What is the difference between enterprise value and equity value?

How to answer
How to answer: This question tests your understanding of a basic investment concept. Explain that enterprise value captures a stock's current value to shareholders, while equity value is the market value and net debt. An ideal answer might also explain how these two values are found and how they could help you and your clients make decisions.
Question 2

Question #2: Describe an equity research report.

How to answer
How to answer: Equity research reports are a commonly used tool. Aim to show the interviewer that you are skilled in creating these reports. Explain that this is a report delivered to a client where you recommend that they buy, hold, or sell a stock and justify each recommendation. Detail all of the information included in the report, including the industry overview, company financials and ratio, valuations and projections, management overview, and finally, the recommendation.
Question 3

Question #3: Pitch me a stock.

How to answer
How to answer: With your answer, showcase your sales skills. Speak to the interviewer the way you would speak to a client. Choose a company, and reference the information you would include on an equity research report. Prove that you stay updated on the latest news in stocks.

2,139 equity research analyst interview questions shared by candidates

A monk has a very specific ritual for climbing up the steps to the temple. First he climbs up to the middle step and meditates for 1 minute. Then he climbs up 8 steps and faces east until he hears a bird singing. Then he walks down 12 steps and picks up a pebble. He takes one step up and tosses the pebble over his left shoulder. Now, he walks up the remaining steps three at a time which only takes him 9 paces. How many steps are there? You are the coach of a basketball team, trying to assess your players’ free throw shooting accuracy. Your two guards each average 60%, but only have 20 attempts each. Your two forwards shoot 70% and each have 40 attempts. Your center is a phenomenal free throw shooter, averaging 90% and because of her aggressive style of play, she has 80 attempts on the season. What is your team’s free throw shooting average?
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Equity Research Associate

Interviewed at Baird

4.2★
Jun 18, 2016

A monk has a very specific ritual for climbing up the steps to the temple. First he climbs up to the middle step and meditates for 1 minute. Then he climbs up 8 steps and faces east until he hears a bird singing. Then he walks down 12 steps and picks up a pebble. He takes one step up and tosses the pebble over his left shoulder. Now, he walks up the remaining steps three at a time which only takes him 9 paces. How many steps are there? You are the coach of a basketball team, trying to assess your players’ free throw shooting accuracy. Your two guards each average 60%, but only have 20 attempts each. Your two forwards shoot 70% and each have 40 attempts. Your center is a phenomenal free throw shooter, averaging 90% and because of her aggressive style of play, she has 80 attempts on the season. What is your team’s free throw shooting average?

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